PPrivate Fund Data Log in Join · $37/mo

Individual Asset Management, Inc

● SEC registered since 2025CRD 123418SEC# 801-132369San Mateo, CA
Export (members)
Reg. AUM
$106M
Employees
5
Accounts
293
Location
San Mateo, CA

Individual Asset Management, Inc assets under management

Individual Asset Management, Inc operates as an SEC-registered investment adviser based in San Mateo, CA. The firm has been registered since 2025. It reports $106 million in regulatory assets under management and employs 5 people.
www.iamadvisors.comView on SEC.gov ↗

Individual Asset Management, Inc owners & executives

1 reported
NameTitleOwnershipSince
Dusan Thomas Zachystal ControlCeo/CcoOver 75%2002

Frequently asked questions

How much does Individual Asset Management, Inc manage?

Individual Asset Management, Inc reports $106 million in regulatory assets under management on its Form ADV.

How many employees does Individual Asset Management, Inc have?

Individual Asset Management, Inc reports 5 employees.

Where is Individual Asset Management, Inc located?

Individual Asset Management, Inc is based in San Mateo, CA and has been SEC-registered since 2025.

Does Individual Asset Management, Inc disclose fund performance?

Individual Asset Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address411 Borel Avenue, Suite 502, San Mateo, CA 94402
Phone415-358-0138
Office hours08:30 - 17:00
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106M
Non-discretionary$0
Total (RAUM)$106M